Dmitry Balyasny’s Phillips Edison & Co PECO Stock Holding History

Dmitry Balyasny’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.5M	Sell	563,639 -140,983	-20%	-$5.63M	0.03%	648
2026 Q1	$26.4M	Sell	704,622 -826,150	-54%	-$30.7M	0.03%	577
2025 Q4	$54.4M	Sell	1,530,772 -338,846	-18%	-$11.8M	0.07%	326
2025 Q3	$64.2M	Buy	1,869,618 +1,229,186	+192%	+$42.6M	0.08%	287
2025 Q2	$22.4M	Buy	+640,432	New	+$22.7M	0.03%	625
2024 Q3	–	Sell	-403,631	Closed	-$13.2M	–	3053
2024 Q2	$13.2M	Buy	+403,631	New	+$13.2M	0.02%	766
2023 Q2	–	Sell	-22,738	Closed	-$742K	–	2663
2023 Q1	$742K	Buy	+22,738	New	+$744K	﹤0.01%	1841
2021 Q4	–	Sell	-507,049	Closed	-$15.6M	–	2511
2021 Q3	$15.6M	Buy	+507,049	New	+$14.9M	0.06%	405

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dmitry Balyasny's PECO Position: Q2 2026 in Review

Dmitry Balyasny reduced its Phillips Edison & Co (PECO) stake by 20% in Q2 2026, selling an estimated $5.63M and leaving 563,639 shares worth $23.5M. The position accounts for 0.03% of the portfolio, ranked #648.

Dmitry Balyasny first reported a position in PECO in Q3 2021 and has held it in 8 quarters since. The position peaked at $64.2M in Q3 2025. 442 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Dmitry Balyasny held 563,639 shares of Phillips Edison & Co worth $23.5M as of Q2 2026.
Dmitry Balyasny sold 140,983 Phillips Edison & Co shares in Q2 2026, an estimated $5.63M.
Phillips Edison & Co made up 0.03% of Dmitry Balyasny's portfolio in Q2 2026, its #648 holding.
Dmitry Balyasny first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 8 quarters since.
Dmitry Balyasny's Phillips Edison & Co position peaked at $64.2M in Q3 2025.
442 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.